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Jan 17, 2013 4:00pm EST
with stacy smith, coming up, before we go to break. phil lebeau with the latest on the troubles happening at boeing and how the past can inform on what's next for the 787. stay with us. >>> welcome back. check out the move on intel. the chip giant announcing fourth-quarter results. jon fortt has been poring over the numbers. what can you tell us? >> gross mar jib came in a point higher than intel projected, at 58% as opposed to 57%. predicting the same for q1. q1, the revenues they are projecting, are a little bit under the consensus. 12.7 billion plus or minus half a billion. they are projecting low single-digit revenue increase for fiscal 2013. gross margin at 60%. $30 billion in capital expenditures, a couple more things really quick. inventories were down more than half a billion dollars. half a billion dollars that intell projected, that's a good thing. head count up by 300 people, quarter over quarter and interestingly the pc client group revenue, that was down 6% year over year, maria. >> john. thank you soich. more on intel's numbers we bring in chief executive officer stacy smith
Jan 1, 2013 6:00pm EST
ian stuart and stacie carroll have been involved in the first study to find out just how effective the ipad is with their students. has the ipad made any difference? >> the ipad has made a huge difference. there's something about using the ipad that draws the students in. they're engaged with it in a way that we don't see with other toys or puzzles or teaching tools. >> the study has found that it improves the children's willingness to socialize, something autistic kids have trouble with, and it enhances their attention spans. >> can you look at the numbers, jennifer? >> in this video, recorded by the school, stacie's trying to get little jennifer to focus on learning to count using the old paper method. >> so she's not paying attention right now? >> no, she's not looking at it. >> but what a difference with the ipad. >> one, two, three, four, five. >> oh, that's wonderful. look at her. >> she's completely engrossed. >> totally. i hear that autistic children often prefer machines to having an interaction with a human being. is that what we're seeing? >> what we're thinking is that
Jan 23, 2013 4:00pm EST
hummel of ais group and dane leon of mcquartery group. stacy, 30 seconds on the clock. what do you expect tomorrow? >> great things. obviously everybody is focused on apple and netflix, but other things to look at as well. the initial jobless claims numbers, we think need to be strong in order for the market to sustain long-term sustainability. also signer semiconductor. we think we'll get an indication the semi conductor cycle has bottomed and that will be positive for technology overall. we also have ao smith reporting tomorrow. we think they need to be incredibly confident with the overall recovery in the real estate market in order for people to want to stay along that trade. >> wow, really squeezing a lot in 30 seconds. john, break it down. what are you looking for? 30 seconds. >> we're going to be focused on the uspmi manufacturing index and the kansas city fed index, both of which we expect will show slow u.s. growth and continue to support aggressive fed policy. offsetting that, we think that chinese manufacturing tomorrow will show a further acceleration and the combination of th
Jan 18, 2013 9:00am EST
in the conference calls that andy grove used to run, they weren't a macro play. they were a growth play. and stacy, who is a great guy, he says, listen, wait a second, we've overcome the weakness of the tablet business. we still jen rate $6 billion in cash flow. we paid over $1 billion in dividends. we're generating plenty of cash. the defensiveness was painful. >> and to put a period on it, i saw a headline this morning that ottolini is going out with a whimper. they're going to name a successor any day now. >> andy grove, craig barrett, titans. go back to the steve jobs, talking about the stodgy intel. there's a funny moment where andy grove basically told him to shut up. but there is a sense that intel didn't move fast enough. at one point they're talking about, listen, our battery life will start exceeding the arm. put on your apple hat, all right? they would rather do business with samsung's chip, even though samsung is their biggest competitor, than switch to intel. >> what are we missing? there's uniform negativity here. we'll look back on it at end of this year and say, wait a second, we s
Jan 17, 2013 5:00pm EST
of all, the earnings came out early. we don't know why and maria asked the cfo stacy smith why, because typically he says they come out one to two minutes after the close, they did not today, obviously. he didn't really have an answer. so, that's sort of a question mark that might get asked about on the call. in terms of the stock move lower today, what do you think is behind that? >> the initial reaction was very positive. and the stock carried through 23, went to 23.16 -- >> this is before the close. >> before the close. and after the close, as people were saying, the number is real, and it's really good, but the issue that jon fortt brought up and kudos to you for citing it, was that tax issue. if a lot of the game really came because the tax rate was 23 versus 27 or 28 they were expecting, and that's why the number was able to beat by 3 cents, that's not so much a long-term concern but it's not as robust a beat as you might otherwise think. >> we'll see as the conference call goes on but you could have that kitchen sink effect here, where we know the cycle has turned down and if int
Search Results 0 to 5 of about 6 (some duplicates have been removed)